Serenus Wealth Advisors, LLC
Serenus Wealth Advisors, LLC is an independent, SEC-registered investment advisory firm headquartered in Santa Monica, California. Founded in 2024 by veteran advisors Kara S. Boccella and Devon M. Galindo, the firm serves high-net-worth individuals, families, legal professionals, executives, and entrepreneurs across the United States. The firm has 5 employees, all focused on investment advisory roles, and collectively brings decades of industry experience previously at Certuity’s Santa Monica office. Serenus Wealth Advisors manages over $1.3 billion in client assets and is fee-only, partner-owned, and fiduciary, emphasizing comprehensive wealth management and conflict-free advice.
Investment Strategy
Serenus Wealth Advisors employs a holistic, client-centric investment approach tailored to the sophisticated needs of high-net-worth individuals and families. Their strategy integrates comprehensive wealth planning—encompassing investment management, insurance and risk management, retirement planning, tax optimization, and estate planning. As a fee-only, independent fiduciary, Serenus prioritizes conflict-free advice, focusing on long-term growth, risk mitigation, and aligning financial solutions with client goals. Investment selections include a diversified portfolio of large-cap equities, as seen via their substantial positions in top public companies, underpinned by personalized financial plans for each client.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 42.38% | $250.3M | 4,974,575 | $50.32 | $50.31 | -$31.5M |
S SPY | SPDR S&P 500 ETF TRUST | 15.25% | $90.1M | 145,795 | $586.08 | $617.85 | +$7.9M |
Q QQQ | INVESCO QQQ TRUST SERIES I | 8.93% | $52.7M | 104,208 | $511.81 | $551.64 | +$8.9M |
I IVV | ISHARES CORE S&P 500 ETF | 8.07% | $47.7M | 76,754 | $581.13 | $620.90 | +$3.6M |
D DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 5.46% | $32.2M | 384,919 | $80.93 | $83.74 | +$30.0K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
R RSP | INVESCO EXCHANGE TRADED FD T | New | Put | $363.5K | 20 | $181.74 | $181.74 | +20 | +$363.5K |